OAK HARVEST INVESTMENT SERVICES, LLC
Legal name: OAK HARVEST INVESTMENT SERVICES
CRD #173293 SEC #801-116667 HOUSTON, TX 281-822-1350
SEC Registered
Total AUM
$940.8M
Discretionary
$940.8M
Employees
39
Clients
--
Accounts
2,633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $940.8M | $940.8M | $0 | 39 | 13 |
| Jun 2025 | $940.8M | $940.8M | $0 | 39 | 13 |
| Apr 2025 | $940.8M | $940.8M | $0 | 39 | 13 |
| Mar 2025 | $940.8M | $940.8M | $0 | 39 | 13 |
| Nov 2024 | $728.8M | $728.8M | $0 | 39 | 13 |
| Oct 2024 | $728.8M | $728.8M | $0 | 39 | 13 |
| Oct 2024 | $728.8M | $728.8M | $0 | 39 | 13 |
| Oct 2024 | $728.8M | $728.8M | $0 | 39 | 13 |
| Aug 2024 | $728.8M | $728.8M | $0 | 39 | 13 |
| Jul 2024 | $728.8M | $728.8M | $0 | 40 | 13 |
| Apr 2024 | $728.8M | $728.8M | $0 | 37 | 13 |
| Apr 2024 | $728.8M | $728.8M | $0 | 37 | 13 |
| Mar 2024 | $728.8M | $728.8M | $0 | 37 | 13 |
| Mar 2024 | $728.8M | $728.8M | $0 | 37 | 13 |
| Mar 2024 | $728.8M | $728.8M | $0 | 37 | 13 |
| Dec 2023 | $555M | $555M | $0 | 36 | 11 |
| Nov 2023 | $555M | $555M | $0 | 24 | 11 |
| Oct 2023 | $555M | $555M | $0 | 24 | 11 |
| Oct 2023 | $555M | $555M | $0 | 17 | 11 |
| Aug 2023 | $555M | $555M | $0 | 16 | 11 |
| Jul 2023 | $555M | $555M | $0 | 16 | 11 |
| Jul 2023 | $555M | $555M | $0 | 16 | 11 |
| Jun 2023 | $555M | $555M | $0 | 16 | 11 |
| May 2023 | $555M | $555M | $0 | 15 | 11 |
| May 2023 | $555M | $555M | $0 | 15 | 11 |
| Apr 2023 | $555M | $555M | $0 | 16 | 11 |
| Apr 2023 | $555M | $555M | $0 | 15 | 11 |
| Mar 2023 | $555M | $555M | $0 | 15 | 11 |
| Feb 2023 | $544.8M | $544.8M | $0 | 15 | 12 |
| Nov 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Sep 2022 | $544.8M | $544.8M | $0 | 12 | 12 |
| Sep 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Aug 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Jul 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Jul 2022 | $544.8M | $544.8M | $0 | 14 | 12 |
| Jul 2022 | $544.8M | $544.8M | $0 | 14 | 12 |
| May 2022 | $544.8M | $544.8M | $0 | 14 | 12 |
| Apr 2022 | $544.8M | $544.8M | $0 | 14 | 12 |
| Mar 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Feb 2022 | $544.8M | $544.8M | $0 | 12 | 12 |
| Feb 2022 | $544.8M | $544.8M | $0 | 12 | 12 |
| Feb 2022 | $544.8M | $544.8M | $0 | 13 | 12 |
| Dec 2021 | $308.7M | $308.7M | $0 | 13 | 5 |
| Dec 2021 | $308.7M | $308.7M | $0 | 12 | 5 |
| Nov 2021 | $308.7M | $308.7M | $0 | 12 | 5 |
| Oct 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| Jul 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| Jul 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| Jul 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| Jun 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| Jun 2021 | $308.7M | $308.7M | $0 | 11 | 5 |
| May 2021 | $308.7M | $308.7M | $0 | 10 | 5 |
| Mar 2021 | $308.7M | $308.7M | $0 | 9 | 5 |
| Mar 2021 | $308.7M | $308.7M | $0 | 9 | 5 |
| Feb 2021 | $182.5M | $182.5M | $0 | 9 | 2 |
| Jan 2021 | $182.5M | $182.5M | $0 | 9 | 2 |
| Dec 2020 | $182.5M | $182.5M | $0 | 9 | 2 |
| Jun 2020 | $182.5M | $182.5M | $0 | 9 | 2 |
| Mar 2020 | $182.5M | $182.5M | $0 | 9 | 2 |
| Mar 2020 | $109.8M | $109.8M | $0 | 9 | 0 |
| Jan 2020 | $109.8M | $109.8M | $0 | 7 | 0 |
| Dec 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Nov 2019 | $109.8M | $109.8M | $0 | 6 | 0 |
| Nov 2019 | $109.8M | $109.8M | $0 | 6 | 0 |
| Oct 2019 | $109.8M | $109.8M | $0 | 6 | 0 |
| Sep 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Jul 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Jul 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Jun 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Jun 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| May 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| May 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
| Apr 2019 | $109.8M | $109.8M | $0 | 7 | 0 |
DateAug 2025
Total AUM$940.8M
Discretionary$940.8M
Non-Disc.$0
Employees39
Clients13
DateJun 2025
Total AUM$940.8M
Discretionary$940.8M
Non-Disc.$0
Employees39
Clients13
DateApr 2025
Total AUM$940.8M
Discretionary$940.8M
Non-Disc.$0
Employees39
Clients13
DateMar 2025
Total AUM$940.8M
Discretionary$940.8M
Non-Disc.$0
Employees39
Clients13
DateNov 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees39
Clients13
DateOct 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees39
Clients13
DateOct 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees39
Clients13
DateOct 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees39
Clients13
DateAug 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees39
Clients13
DateJul 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees40
Clients13
DateApr 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees37
Clients13
DateApr 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees37
Clients13
DateMar 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees37
Clients13
DateMar 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees37
Clients13
DateMar 2024
Total AUM$728.8M
Discretionary$728.8M
Non-Disc.$0
Employees37
Clients13
DateDec 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees36
Clients11
DateNov 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees24
Clients11
DateOct 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees24
Clients11
DateOct 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees17
Clients11
DateAug 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees16
Clients11
DateJul 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees16
Clients11
DateJul 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees16
Clients11
DateJun 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees16
Clients11
DateMay 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees15
Clients11
DateMay 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees15
Clients11
DateApr 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees16
Clients11
DateApr 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees15
Clients11
DateMar 2023
Total AUM$555M
Discretionary$555M
Non-Disc.$0
Employees15
Clients11
DateFeb 2023
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees15
Clients12
DateNov 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateSep 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees12
Clients12
DateSep 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateAug 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateJul 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateJul 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees14
Clients12
DateJul 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees14
Clients12
DateMay 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees14
Clients12
DateApr 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees14
Clients12
DateMar 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateFeb 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees12
Clients12
DateFeb 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees12
Clients12
DateFeb 2022
Total AUM$544.8M
Discretionary$544.8M
Non-Disc.$0
Employees13
Clients12
DateDec 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees13
Clients5
DateDec 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees12
Clients5
DateNov 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees12
Clients5
DateOct 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateJul 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateJul 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateJul 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateJun 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateJun 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees11
Clients5
DateMay 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees10
Clients5
DateMar 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees9
Clients5
DateMar 2021
Total AUM$308.7M
Discretionary$308.7M
Non-Disc.$0
Employees9
Clients5
DateFeb 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees9
Clients2
DateJan 2021
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees9
Clients2
DateDec 2020
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees9
Clients2
DateMar 2020
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees9
Clients2
DateMar 2020
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees7
Clients0